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  • 1.  Receipt Pro - Demo

    Posted 06-06-2019 11:37 AM
    Good morning. I had a chance yesterday to see a demo of the Donor Tek Receipt Pro program and I was amazed at the capabilities. We currently generate our receipts directly through RE but are often frustrated by the inability to quickly change up the design of the letter template and content - those of you who have done it know it can be a cumbersome process. I have no vested interest in the success of this product. I'm posting this because this tool is a definite time saver and offers increased capacity for meaningful touches with donors and excellent brand representation. Receipt Pro has been designed with real-life end users in mind... that's you, Advancement friends! If you haven't checked out the possibility of the tool, I would highly recommend you reach out to Shawn Steele and ask him to show you the product. I've worked with RE a long, long time and this product is one of the best I've seen to turn the mundane receipting process into an opportunity to meaningfully communicate the impact of donor support. Shawn's contact info is: Shawn Steele shawn@donortek.com<mailto:shawn@donortek.com> 828-581-0225 - Office 860-459-2468 - Mobile www.donortek.com<http://www.donortek.com> Amy Towery, CFRE Vice President of Development Meals on Wheels PLUS of Manatee<https://mealsonwheelsplus.org/> 1816 9th Street West Bradenton, FL 34205 atowery@mealsonwheelsplus.org work: 941-749-0100 x1238 mobile: 941-952-8121


  • 2.  Re: Receipt Pro - Demo

    Posted 09-05-2019 03:58 PM
    Hi! I wanted to share that we purchased the ReceipterPro product and have been using it for a few months. It has been working well and Shawn Steele has been great to work with! He is receptive to ideas and input and is quick to make changes. This product can replace the Mail receipt function and has most of the same fields available. You can create multiple templates and business rules to match the gift to the appropriate template. This has meant that we have fewer steps to run through and can edit gifts and constituent records on the fly from within ReceipterPro. They are working on their release for NXT in October and are looking at donor acknowledgements/soft credits. Just wanted to share that this has been a helpful tool for us and maybe it can help you as well! Thanks! Lorna Chin | WOODLAND PARK ZOO Associate Director, Relationship Data Services ph 206.548.2485 5500 Phinney Ave. N., Seattle WA 98103 email lorna.chin@zoo.org | www.zoo.org